According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in key markets nationwide.
The founder of Concurrent Financial Planning opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.
Micah Scheinberg will join Merrill Private Wealth as a managing director, while Concurrent’s six new teams pushed the firm above $10 billion in assets under advisement.
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